AGQ

iOS Universel / Finance

AGQ Consulting – Your Portfolio at a Glance

AGQ Consulting provides a secure, intuitive way to monitor and analyze your financial portfolio. Designed with clarity and convenience in mind, this app gives you real-time visibility into your assets and transactions—helping you stay informed, organized, and confident about your investments.

Key Features
•Unified Dashboard: See a consolidated view of your total assets across personal, company, or IRA accounts, all in one place. Quickly assess balances and year-to-date (YTD) performance at a glance.
•Detailed Analytics: Track your portfolio’s growth over time with interactive charts and graphs. Easily visualize allocations by account type to understand where your assets are concentrated.
•Transaction History: Stay up to date on all account activity, including deposits, withdrawals, and profit entries. Effortlessly filter and sort transactions to find exactly what you need.
•Connected Users: Manage multiple user profiles from a single login. Quickly switch between different family members’ or business entities’ accounts to keep every portfolio in sync.
•Document Management: Access important statements and documents anytime. Receive notifications when new statements are posted and review them at your convenience.
•Robust Security: Protect your personal information with industry-leading security protocols. AGQ Consulting ensures only authorized users have access to sensitive financial data.
•Real-Time Notifications: Get instant alerts about new statements, account updates, or portfolio changes. Customize your notification settings to stay informed about the activities that matter most.

Quoi de neuf dans la dernière version ?

Fixed a minor issue in which user's who did not have their email verified would be directed to the login page constantly on app start.